Utilities SPDR shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $15M | 328k | 45.34 |
| 2026-03-31 | $1.4M | 31k | 45.89 |
| 2025-12-31 | $843k | 20k | 42.69 |
| 2025-06-30 | $73k | 891 | 81.66 |
| 2025-03-31 | $70k | 891 | 78.85 |
| 2024-12-31 | $186k | 2.5k | 75.69 |
| 2024-09-30 | $172k | 2.1k | 80.76 |
| 2024-06-30 | $150k | 2.2k | 68.14 |
| 2024-03-31 | $158k | 2.4k | 65.65 |
| 2023-12-31 | $156k | 2.5k | 63.33 |
| 2023-09-30 | $168k | 2.9k | 58.93 |
| 2023-06-30 | $208k | 3.2k | 65.44 |
| 2023-03-31 | $268k | 4.0k | 67.69 |
| 2022-12-31 | $288k | 4.1k | 70.50 |
| 2022-09-30 | $267k | 4.1k | 65.59 |
| 2022-06-30 | $120k | 1.7k | 69.97 |
| 2022-03-31 | $128k | 1.7k | 74.68 |
| 2021-12-31 | $122k | 1.7k | 71.55 |
| 2021-09-30 | $107k | 1.7k | 64.19 |
| 2021-06-30 | $105k | 1.7k | 63.33 |
| 2020-12-31 | $111k | 1.8k | 62.78 |
| 2020-09-30 | $104k | 1.8k | 59.19 |
| 2020-06-30 | $99k | 1.7k | 56.67 |
| 2020-03-31 | $97k | 1.8k | 55.33 |
| 2019-12-31 | $102k | 1.6k | 64.39 |
| 2019-09-30 | $102k | 1.6k | 64.89 |
| 2019-06-30 | $93k | 1.6k | 59.62 |
| 2018-12-31 | $81k | 1.5k | 52.73 |
| 2018-09-30 | $80k | 1.5k | 52.53 |